![March 2021 Sales Kit: Retirement and Estate Planning](https://pinneyinsurance.com/wp-content/uploads/2021/01/MarchSalesKit2021-RetirementPlanning.jpg)
March 2021 Sales Kit: Retirement & Estate Planning
Our March 2021 sales kit is all about retirement & estate planning. Includes marketing guides for you, client info, and a financial worksheet for both.
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![July 2020 Sales Kit - Financial Independence](https://pinneyinsurance.com/wp-content/uploads/2020/05/July2020SalesKit-FinancialIndependence.jpg)
July 2020 Sales Kit - Financial Independence
Our July 2020 sales kit will help you show prospects and clients how cash value life insurance can help them achieve financial independence.
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![How to Use Life Insurance Instead of a Stretch IRA to Transfer Wealth](https://pinneyinsurance.com/wp-content/uploads/2020/03/how-to-use-life-insurance-instead-of-a-stretch-ira-to-transfer-wealth.jpg)
How to Use Life Insurance Instead of a Stretch IRA
Your clients need solutions that do double-duty. Here's how to help your clients use life insurance instead of a stretch IRA for wealth transfer.
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![March 2020 Sales Kit: Retirement Planning](https://pinneyinsurance.com/wp-content/uploads/2020/01/MarchSalesKit2020-RetirementPlanning.jpg)
March 2020 Sales Kit: Retirement Planning
Our March 2020 sales kit is all about retirement planning: cash value life insurance, QLACs, and more! Download it for sales ideas and client brochures.
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![Six Reasons to Sell Annuities in 2020](https://pinneyinsurance.com/wp-content/uploads/2019/11/six-reasons-to-sell-annuities-in-2020.jpg)
Six Reasons to Sell Annuities in 2020
Need a reason to sell annuities in 2020? From new products and features to new ways of thinking about longevity, here's your round-up of reasons to sell.
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![2020 QLAC Limits Increased](https://pinneyinsurance.com/wp-content/uploads/2019/12/new-for-2020-qlac-limits-increased.jpg)
2020 QLAC Limits Increased
Great news! 2020 QLAC limits were raised! They now allow your clients defer RMDs on an additional $5,000. Find out how and why in this post.
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![March Sales Kit: Retirement Planning](https://pinneyinsurance.com/wp-content/uploads/2016/04/MarchSalesKit-RetirementPlanning.jpg)
March Sales Kit: Retirement Planning
Get the Kit
Our FREE 40-page sales kit includes:
12-Page Producer Guide to using life insurance in retirement planning
10-Page Marketing Guide and checklist, including client profile
12 Pages of Consumer Material including brochure, flyer, and planning worksheet
4 Pages of Case Studies
...
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![Retirement Planning Sales Strategy: Annuities](https://pinneyinsurance.com/wp-content/uploads/2015/03/retirement-planning-sales-strategy-annuities_web.jpg)
Retirement Planning Sales Strategy: Annuities
A key component of retirement planning is using annuities - it's one of the best ways to solve the problem of a client outliving their assets.
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![Retirement Planning Sales Strategy: Optional Benefit Riders](https://pinneyinsurance.com/wp-content/uploads/2015/03/retirement-planning-sales-strategy-optional-benefit-riders-web.jpg)
Retirement Planning Sales Strategy: Optional Benefit Riders
A key component of retirement planning is using policy riders to make life insurance do double duty for things like disability and long-term care.
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![Retirement Planning Sales Strategy: Pension Maximization](https://pinneyinsurance.com/wp-content/uploads/2015/03/retirement-planning-sales-strategy-pension-maximization-web.jpg)
Retirement Planning Sales Strategy: Pension Maximization
One key component of retirement planning is pension maximization. Find out how joint-and-survivor payments can actually hurt your client's financial future.
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